Primer: Jiangxi Copper Co Ltd H (358 HK) - Apr 2026
Largest Integrated Copper Producer in China: Jiangxi Copper is the largest integrated copper producer in China, with operations spanning the...
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Asian Alpha Hedge Portfolio (March, 2026)
While we do not believe that the Iran conflict is close to a resolution, we believe that the U.S. side needs to reach one, and that will eventually...
326 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (January 14)
Trip.com Group (9961 HK) price plunged after it announced an investigation into its monopolistic business practices. Haidilao International Holding...
459 Views
HONG KONG ALPHA PORTFOLIO: (December 2025)
We have made several mid-month adjustments to the portfolio. We sold Sinofert (297), ENN Energy (2688) and Power Assets (6). We added positions in...
515 Views
Asia Metals Outlook 2026: Scarcity Favours Gold, Copper, Aluminium
Precious and energy-transition metals set to outperform bulks and hydrocarbons through 2026, with top Asia exposures including Zijin, Korea Zinc,...
505 Views